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jetclean727
Level 1

My customer has an AMEX card. What would be the best way for him to pay an invoice? Should I get a card reader?

 
1 Comment 1
JoesemM
Moderator

My customer has an AMEX card. What would be the best way for him to pay an invoice? Should I get a card reader?

You can set AMEX as the payment method for your customers when they pay their invoices, jetclean727.

 

Having a card reader for your customers to pay their invoices isn't necessary. The best way is to set up the payments feature in your account.

 

When you send out invoices, your customers can simply click the Review and Pay link to complete their transactions. This streamlined process makes it easy and convenient for you and your customers.

 

Here's how:

 

  1. On the top-right corner, click the Gear icon.
  2. Choose Account and settings, and then go to the Payments tab.
  3. Scroll down to the Payment Methods section.
  4. Click the Activate payments and enter the necessary details, then check the box for the payment option you want to use.

 

Once activated, you can review them in the Payments options when creating invoices. Then, advise them to click the Review and Pay link in the invoice email. For more details about the process open this link: Receive and process payments.

 

Additionally, I'll share this link so you can see when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

 

If you require any more help with your payment option in QuickBooks, please let us know. We’re here to assist you with the information needed to resolve your concerns.

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